The IRS rarely keep anything beyond 10 years. You can request a transcript of your tax forms for the past 3 years online or you can try to file 4506T it is not a guarantee that the IRS still have it.

Another way to get actual copies of your W2s (but not 1099s) is from the social security administration. It generally takes about 6 weeks to process your request and there's $86 fee for each copy unless you need the W2 for tax or benefits related purposes.

I received a W-2 form from Lina Benefit that is different from the one I received from the company from which I receive disability payments. What is the correct amount to enter on my 2017 tax form? … read more

I am the administrator of my mother's estate. My accountant filed taxes for the estate and no taxes were due. I was the sole recipient of the funds from the estate that included an IRA. I have received a 1099R for the funds that is addressed to the estate. I know I need to claim this money as income, but do I list the source as the estate and use the estate's tax ID number or do I use Jackson Life insurance, the issuer of the check? … read more

I formed S corporation on Dec 8, 2017. On IRS form 2553, I selected tax year as 52-53-week year ending with reference to the month of December. There are 4 weeks in 2017 from 12/8/2017 to 12/31/2017 a… read more

I am the payroll administrator for our company. The amounts that I reported in box 12 DD for the medical are not correct. Is it necessary to redo the W2s? My boss said we could be fined for every W2 t… read more

My mother needs to go on Medi-Cal, but the administrator is requesting proof that she has no assets. Since she only receives Social Security she doesn't file a tax return, so how can she prove she has… read more

Just got a 6375.00 bill from my CPA. I'm the administrator over a estate. Here is the emails that cover what I know so far. My question: am I being over charged if so what can I do about it? Hi Mark- … read more

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Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.